SAMT ISSUER
Strategas Asset Management, LLC is the issuer of the SAMT ETF. The firm operates as an actively-managed exchange-traded fund (ETF) that aims to achieve its investment objective by investing primarily in U.S. companies' common stocks that highly correlate with macro-thematic trends. Strategas Asset Management employs a research-driven approach to identify and invest in three to five macro-thematic trends at a time, leveraging analytical tools, technical, fundamental, qualitative, and quantitative analyses. Through their strategic investment approach, Strategas Asset Management seeks to outperform the broader U.S. equity market by capitalizing on relevant macroeconomic trends and thematic shifts.
SAMT DIVIDEND
The Strategas SAMT ETF (SAMT) follows an actively-managed approach, investing in U.S. companies that correlate with macro-thematic trends. The fund's dividend strategy is not explicitly outlined in the provided text, but investors in SAMT may benefit from potential dividend income generated by the companies within its portfolio, as the fund seeks exposure to various sectors that could potentially offer dividend-paying opportunities. It's important for investors to research the fund's historical dividend performance and prospectus for dividend-related information before making investment decisions.
SAMT TRACKING
The Strategas Mcro Thematic ETF (SAMT) is an actively managed exchange-traded fund designed to capitalize on macro-thematic trends. By investing in U.S. companies that align with these trends, the fund seeks to provide investors with exposure to various market dynamics that are influenced by macroeconomic, societal, and global factors. SAMT's approach involves identifying and investing in select macro-thematic trends, aiming to outperform the broader U.S. equity market by delivering TRACKING to these trends through a diversified portfolio strategy.
SAMT CORRELATION
The Strategas Thematic ETF (SAMT) employs an actively-managed strategy to target U.S. companies that demonstrate a high correlation with macro-thematic trends. These trends encompass broader economic and societal shifts that impact industries, such as inflation, mergers and acquisitions, travel demand post-COVID, and alternative state tax revenue opportunities. SAMT aims to outperform the overall U.S. equity market by selecting and investing in securities that exhibit characteristics closely aligned with the chosen macro-thematic trends, offering investors exposure to these dynamic market influences.
SAMT SECTOR
The Strategas Applied Macro Trends ETF (SAMT) focuses on actively managed investments in U.S. companies that align with prominent macro-thematic trends. Employing a top-down approach, SAMT targets factors beyond individual companies' control, such as economic shifts, government policies, and global developments. The ETF aims to leverage its research-driven strategy to outperform the broader U.S. equity market by identifying and investing in three to five macro-thematic trends at any given time, making it a vehicle for investors looking to access trends shaping various sectors of the market.
SAMT EXPOSURE
The Strategas MegaTrends ETF (SAMT) employs an actively managed approach to achieve its objective of capitalizing on macro-thematic trends. The fund invests primarily in U.S. companies that are deemed to highly correlate with these trends, focusing on top-down analysis that considers broader economic, policy, and societal shifts. By identifying and investing in three to five macro-thematic trends at a time, SAMT seeks to outperform the broader U.S. equity market, offering investors exposure to evolving market dynamics and strategic themes.